| Topel & DiStasi Wealth Management

7 Things Your Advisor Should Review Annually

Jarrett B. Topel | Blog Link

For a consumer, the sheer number of titles currently in use by those of us in the financial services industry, must seem bewildering. Add... Read More »

Episode 11: What is Risk...Really?

Jarrett B. Topel | Podcast Link

In this episode we discuss the true meaning of risk.

And The Children Shall Lead Us

Gavin L. DiStasi | Blog Link

We here at Topel & DiStasi Wealth management have always made a concerted effort to avoid political discourse with our clients. The... Read More »

Episode 10: Critical Redundancy

Gavin L. DiStasi | Podcast Link

In this episode, we discuss the importance of the annual or semi-annual review meeting.

Are Women Better Investors than Men?

Gavin L. DiStasi | Blog Link

After a particularly long meeting recently, my business partner Jarrett emerged looking a little worn out and proclaimed that he no longer... Read More »

Episode 9: The Good Stuff

Jarrett B. Topel | Podcast Link

In this episode, we try to give an optimistic (numbers based) view of the world these days

Top Five (Financial) New Year’s Resolutions

Gavin L. DiStasi | Blog Link

As we roll headlong into 2018, it’s that time of year once again when we stop to reflect a bit about the things we’re grateful for, and... Read More »

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March 29, 2019

"What Will Retirement Look Like for Millennials? https://t.co/Ke2acGFNcH via @ThinkAdvisor"

March 28, 2019

"Buying Your First Home? Save, and Save Some More https://t.co/swOqVttTtt"

March 26, 2019

"Annual DALBAR study once again confirms that average "investors are often their own worst enemy..." https://t.co/wlVPY0IL1C"

March 25, 2019

Charitable Giving Basics

March 25, 2019

Charitable Giving Basics

March 19, 2019

"69% Of U.S. Equity Funds Underperformed In 2018 https://t.co/mVZyHqw6Ls"

March 16, 2019

"How America's Most Hated Home Loan Is Staging A Comeback https://t.co/qVtkKxifIM"

March 15, 2019

"Mortgage rates skid to lowest level in a year https://t.co/slGpMXZsX0"

March 11, 2019

"Navigating the Financial Planning World as a Person of Color https://t.co/N5OjX86cuT via @MichaelKitces"

March 04, 2019

"The New 30-Something https://t.co/NdrQql5EIf"

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